Read posts about

As an ERO (Electronic Return Originator) you have your fair share of challenges in operating your tax office paired with the fact that technology moves fast, your office is likely to fall behind sooner rather than later. Investing in new technology can quickly pay for itself and lead to wider profit margins overall, but the money for the upfront cost has to come from somewhere.

If you are wondering why you don’t see your customer’s application on the Refundo Dashboard and you have received IRS acknowledgement, it may be due to a rejected bank app. This just means that you may have missed important taxpayer information.

We’ve put together a list of the most common rejects we are seeing this season to help you avoid them. When completing returns, pay close attention to the following and make sure they are completed properly.

Marketing can be overwhelming for many businesses, primarily because there are so many platforms to do it in. Still, I think there is one fundamental truth as it relates to marketing and your business, and it comes in the form of a question. Where is my client’s attention? It’s such an important observation, and unfortunately gets overlooked quite often.

Think about that question for a second. If you had no idea about marketing, where do you think you’d focus your attention?

I hope the suspense from the last couple of posts have carried over to this one! Our goal is to help you fully understand the Connect mobile app functions and process. If you do have some questions please feel free to send us your comments or questions via our social media pages.

Assuming that you read my previous post, you’re probably really excited about the new Connect mobile app. We talked about how more and more people are using DIY tax filing mobile apps, how having your own mobile app helps improve your business, and why we decided to develop Connect. Now I’d like to dive deeper into how it works and why the Connect app would be an amazing addition to your tool belt.

With tax season finally here, and with Refundo in your arsenal, you already know this is going to be an incredible tax season. If you want to really put it over the top this year and make it one to remember, just follow these 5 simple steps to grow your business in a lasting way.